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Axis is building accessible financial services through intuitive digital products. The company operates a mobile wallet enabling money transfers, bill payments, online shopping, and in-person payments, and is expanding into investment and wealth experiences.
As Senior Product Manager - Investment, you will lead the strategy, development, and growth of Axis's investment products and customer experiences. You will own the product vision, strategy, and roadmap for investment offerings, identifying customer needs and market opportunities across the full investment journey: onboarding, account funding, discovery, investing, portfolio management, and withdrawals.
Key responsibilities include:
- Translating customer, business, regulatory, and technical requirements into clear product strategies and prioritized initiatives
- Leading product discovery through customer research, market analysis, competitive research, data analysis, and experimentation
- Defining product requirements, user stories, acceptance criteria, and success metrics for investment features
- Partnering with Engineering, Design, Data, and Operations to deliver secure, intuitive, and scalable products
- Working with Compliance, Legal, Risk, and external partners to ensure regulatory compliance, suitability, disclosure, and customer protection requirements are met
- Developing deep understanding of investment products, customer behavior, regulatory considerations, and industry trends
- Using quantitative and qualitative insights to measure product performance and inform prioritization decisions
- Defining and monitoring KPIs including acquisition, activation, funded accounts, engagement, retention, assets under management, and customer satisfaction
- Designing and managing product experiments to improve conversion, engagement, investment outcomes, and retention
- Managing product launches from planning through rollout, monitoring, and continuous improvement
- Coordinating cross-functional stakeholders and communicating product decisions, priorities, tradeoffs, risks, and progress
- Simplifying complex investment concepts and making financial information more accessible to customers
- Supporting development of product processes, documentation, controls, and operating practices as the business scales
- Mentoring other product managers and contributing to a strong product management culture
Requirements:
- 5+ years of product management experience, with experience owning and launching digital financial products
- Experience developing investment, wealth management, brokerage, retirement, trading, banking, payments, or other fintech products
- Demonstrated experience defining product strategy, managing roadmaps, and delivering products from discovery through launch and iteration
- Strong understanding of investment products, financial markets, customer journeys, and digital investing experiences
- Experience working with compliance, legal, risk, operations, and other stakeholders in a regulated environment
- Strong customer research, problem-solving, analytical, and product discovery skills
- Experience using data, experimentation, and customer insights to guide product decisions
- Strong understanding of product development practices including agile delivery, prioritization, product discovery, and user-centered design
- Excellent written and verbal communication skills with ability to influence stakeholders and align cross-functional teams
- Ability to make thoughtful decisions in situations involving ambiguity, competing priorities, and complex regulatory or operational considerations
- Strong ownership, attention to detail, and bias toward delivering measurable customer and business outcomes
Plus factors:
- Experience building brokerage, robo-advisor, wealth management, retirement, managed portfolio, or self-directed investing products
- Experience with securities trading, order management, custody, clearing, portfolio management, or market data systems
- Experience with investment account opening, identity verification, suitability, disclosures, tax reporting, or regulatory workflows
- Experience working with investment advisors, broker-dealers, custodians, asset managers, or fintech providers
- Knowledge of U.S. investment regulations including SEC, FINRA, AML, KYC, and customer protection requirements
- Experience building products for first-time investors or underserved customers
- Experience with personalization, recommendations, financial education, or behavioral finance products
- Experience using product analytics, experimentation, customer feedback, and research tools
- Experience mentoring product managers or leading cross-functional product initiatives
